Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
We could not have asked for a better day for the Cornhole Classic on Saturday at Wicked Wort in Robbinsdale. @wickedwortbrewingcompany #planresponsibly #cornhole #mnbrewery #coronaviruscantstopus
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
The time has come. How are we already at this point? So many feelings: Excitement. Anxiousness. Sadness. Old-ness. #planresponsibly #fafsa #college #mykidsaregrowingup #timeflies
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Concerned about the social impact of your investments?
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Investing with Your Heart
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
If there is a bright side to a flooded basement, it is that you come across relics from the ‘olden days’.
In 1987, I was introduced to The Cure, Love & Rockets, and The Dead Milkmen, to name just a few.
Thank you, Vince! I am very grateful.
It has been a long time since the 8th grade, but many of these introductions have a permanent spot on my ‘Best Albums of All Time’ list.
#planresponsibly #mixtape #middleschool #thecure #loveandrockets #thedeadmilkmen
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
